Why it’s important to involve the children of HNWIs in estate planning
Advisors must start relationships with prospective heirs early to demonstrate why they are better than the competition
- By: James Langton
- September 21, 2018 October 30, 2019
- 12:27
Latest news in Industry News
CFO change on hold at Fiera
Donald LeCavalier has accepted an appointment with Transcontinental
- By: Anne-Marie Vettorel
- September 21, 2018 October 17, 2019
- 10:30
Closing the gender gap in finance
Greater inclusion of women as users, providers, and regulators of financial services would have benefits beyond addressing gender inequality
- By: James Langton
- September 20, 2018 October 17, 2019
- 15:40
Groups introduce new strategic philanthropic designation for advisors
The program will allow advisors to develop strategic plans focused on philanthropy for individuals and families interested in charitable giving
- By: IE Staff
- September 20, 2018 October 31, 2019
- 11:15
Asset managers say increasing regulation top near-term challenge
Improving efficiency and enhancing service are firm’s top priorities
- By: James Langton
- September 20, 2018 October 17, 2019
- 06:00
Agreement Express wins innovation award
Client “onboarding” platform simplifies moving to a new firm for advisors
- By: Anne-Marie Vettorel
- September 19, 2018 October 17, 2019
- 12:20
FPSC plans transition to FP Canada
The standards-setting organization will expand its scope with programs focused on helping financial planners develop their professional skills
- By: James Langton
- September 19, 2018 October 17, 2019
- 11:52
National Bank tool makes budgeting easier
Online banking service lets clients view accounts held at other financial institutions
- By: Anne-Marie Vettorel
- September 19, 2018 October 17, 2019
- 11:04
Clearing the way for longevity insurance
Report recommends governments change tax rules and stress guaranteed lifetime income
- By: James Langton
- September 18, 2018 October 17, 2019
- 17:50
Holt Fintech Accelerator welcomes 13 startup teams to Montreal
Among the finalists are services that aim to improve advisors’ practices and relationships with clients
- By: Anne-Marie Vettorel
- September 18, 2018 October 17, 2019
- 11:50
New Wealthsimple feature allows clients to save or invest their spare change
Automatic service works with most Canadian credit and debit cards
- By: Anne-Marie Vettorel
- September 18, 2018 October 17, 2019
- 10:30
Investment industry has learned from the financial crisis: survey
Despite improvements in risk management, many CFA Montreal members expect a new crisis to emerge by 2021
- By: James Langton
- September 17, 2018 October 17, 2019
- 14:40
Toronto well-positioned as hub for sustainable finance: report
The Canadian financial sector has all the ingredients to accelerate and benefit from this capital-intensive transition to a low-carbon sustainable economy
- By: James Langton
- September 17, 2018 October 17, 2019
- 14:00
Insurance OmbudService makes western expansion a priority
Insurers are becoming more diligent of informing consumers about the dispute resolution service
- By: Anne-Marie Vettorel
- September 17, 2018 October 17, 2019
- 10:45
Making a move to independence
Elie Nour left Manulfe Securities to start investment dealer Nour Private Wealth
- By: Fiona Collie
- September 17, 2018 October 17, 2019
- 06:15
Tax court rules 2009 space trip was a taxable benefit
At issue was the $41.8-million price tag for a trip Cirque du Soleil’s founder Guy Laliberté had been reimbursed for as a business expense
- By: Sidhartha Banerjee
- September 14, 2018 October 17, 2019
- 16:10
IFIC proposes four titles for advisors
The mutual fund industry trade group support’s the CSA’s proposed ban on titles that are based on sales activity
- By: James Langton
- September 14, 2018 November 13, 2019
- 15:50
Investors Group rebranding
IG Wealth Management name aims to reflect firm’s approach to achieving financial well‑being
- By: Anne-Marie Vettorel
- September 14, 2018 October 17, 2019
- 06:00
Discount brokerage clients underwhelmed with mobile investing
Millennials represent both a business risk and an opportunity
- By: James Langton
- September 13, 2018 October 17, 2019
- 14:30
Desjardins partners with fintech to boost online brokerage platform
The partnership with Hardbacon gives self-directed clients access to stock and portfolio analysis tools
- By: Armina Ligaya
- September 13, 2018 October 17, 2019
- 08:45
Canadian financial centres less competitive
Rankings for four Canadian cities fell in GFCI 24
- By: James Langton
- September 12, 2018 October 17, 2019
- 17:30
More students learning about careers in finance
Bay Street Deconstructed aims to educate the the next generation and encourage more diversity in the financial industry
- By: Anne-Marie Vettorel
- September 12, 2018 October 17, 2019
- 15:50
Sun Life introduces rewards program
Platform tracks, measures and motivates clients to achieve financial security and live healthier
- By: Anne-Marie Vettorel
- September 12, 2018 October 17, 2019
- 15:18
Fiera Capital names Donald LeCavalier as global chief financial officer
John Valentini appointed president and CEO of the firm’s private investments
- By: Anne-Marie Vettorel
- September 12, 2018 October 17, 2019
- 14:04